Get document templates Run in API Explorer

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}
Close
GET /api/v1/document-template
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • sort string

    Field to sort by. Valid fields are [name, created_at, updated_at]. Negative sign to denote DESC. Defaults to 'name'.

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string
      • created_at string
      • updated_at string
      • version integer
      • name string
      • required_dependants object
        Hide required_dependants attribute Show required_dependants attribute object
        • client-1 string
      • public_docx_url string
      • public_sfdt_url string
      • public_pdf_url string
      • public_preview_url string
GET /api/v1/document-template 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/document-template' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    [
      {
        "uuid": "c563da7e-feba-4f05-8c08-3b4b23f4890b",
        "created_at": "2026-10-08T16:24:03+01:00",
        "updated_at": "2026-10-08T16:24:03+01:00",
        "version": 3,
        "name": "Welcome Template",
        "required_dependants": {
          "client-1": "client"
        },
        "public_docx_url": "https://api.plannrcrm.com/document-template/49963b3a-e596-440a-973e-5ae618a7b9c0/content/docx?plannr_account_uuid=c065d575-c7ab-43b8-82dc-dcd2bc3a27c9",
        "public_sfdt_url": "https://api.plannrcrm.com/document-template/93581fbd-c6f4-4b72-8c0a-bf0a53cfdcba/content/sfdt?plannr_account_uuid=0de5ab55-d0de-4b92-b88a-72044ee6aad9",
        "public_pdf_url": "https://api.plannrcrm.com/document-template/73918e71-4c82-4a58-80ab-99a03b33d485/content/pdf?plannr_account_uuid=6459ec8f-5518-4210-9be6-7a59ceb65af0",
        "public_preview_url": "https://api.plannrcrm.com/document-template/83429f40-fe62-4854-b9ae-d048f91505c5/content/preview?plannr_account_uuid=acf7c968-e9c8-4c81-b29b-c1cd1b9fecfe"
      }
    ]
  ]
}